ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,417 | +4.6% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $13,782 | +14.8% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -13.3% | 95 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $15,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -96.0% | 95 | -96.9% | 0.00% | -96.4% |
| Q4 2017 | $351,000 | +5.7% | 3,076 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $332,000 | +2.8% | 3,076 | 0.0% | 0.03% | -3.4% |
| Q2 2017 | $323,000 | +0.9% | 3,076 | 0.0% | 0.03% | -6.5% |
| Q1 2017 | $320,000 | +2.6% | 3,076 | 0.0% | 0.03% | -6.1% |
| Q4 2016 | $312,000 | +6.8% | 3,076 | 0.0% | 0.03% | -17.5% |
| Q3 2016 | $292,000 | +5.8% | 3,076 | +3.4% | 0.04% | -27.3% |
| Q2 2016 | $276,000 | +4500.0% | 2,975 | +4150.0% | 0.06% | +5400.0% |
| Q4 2015 | $6,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |